Statement - that is an open item or transaction statatement

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Hello,

I am running Reckon Accounts 2014. 

I would like to be able to send my customers a statement that has their transactions listed, as you would on a open invoice or transaction type statement.

However all invoices that are overdue will only come up as part of a 'Balance Forward'

We use account terms and we would like to continue using account terms as we do need to know and have our customers know when their invoices are over due. 

Is there a way to just show open invoices on the statement, regardless of their aging rather than just have a balance forward amount?

I have been sending customers screen shots of their account, however this is not an ideal way to use my time or provide information to customers. 

Thank you for your assistance. 

Regards
Jayne
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Posted 3 years ago

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DebonAir

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There are several options on your statement. 
You can select 'Show Tax Invoice Items' when creating the statement.
See if this helps
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Andrew

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That will still only show the 'current' statement period.

Rhodes would like all unpaid invoices to show on the statement, so these could be 30+ days old, and are normally not shown.

Extending the date range, will show all invoices, including paid ones. So not really an answer either.
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DebonAir

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If you don't have the option to select, as below, All Open Transactions, then you probably cannot do this in your version.
For business purposes you should always run a professional program, you will always use the options it has sooner or later.
Thank you for your input. Pretty sure Reckon Accounts which is designed specifically for business is a professional program :)
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Sonia Connon

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Select the option all open transactions at statement date when producing your statements and all outstanding invoices will show.
Yes it is possible musr have Pro or Premiere
The option is below the date on create statements
Thank you for your point of view DebonAir. I know from your previous comments that you don't see why I would want an open item statement. 

Sending 20+ emails to a customer is not an efficient method and is terrible customer service. 

Have a nice day.
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DebonAir

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I didn't say that at all. I often always send open item statements, I sometimes even use other statement options like detailing invoice items etc. 
Not everyone does bookkeeping by the same methods, however some are better than others. 
Good luck with it all.
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Andrew

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No I don't which is why I thought there must be a setting that I kept missing in company or preferences. We have Accounts Plus 2014. 
Ahhh ok, as others have pointed out above. The open statement feature is only found in the 'Pro' version and above.

So if you're planning to update, then maybe look at moving to the Pro version.

Sending 20+ emails to a customer is not an efficient method and is terrible customer service. 
Been asking Reckon for years to allow invoices to be grouped into one email when sending and also putting the invoice number in the subject line!

But as DebonAir pointed out, maybe send them a report instead of screenshots of the invoices?

But they have received the invoice, then a monthly statement. I don't really know how many more times they need to receive it!
Try this right click on the customer and select "open balance" at the bottom. You can email this directly, I suggest you copy the customer email address before you select the email option and paste when prompted. . . . . . .
NB there are 2 columns the first is the amount outstanding the second is the original invoice amount they will differ if there have been payments/credits applied as indicated below. 

Cheers
Jacqui

Also if I have to send more than one invoice, I generally select file save as pdf "customer Inv #.pdf" whilst I am viewing the invoice. Then attach all to one email.